PGIM India Small Cap Fund vs Quant Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
Fund | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1583 Cr | ₹1583 Cr | ₹25183 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 29 Jul 2021 | 29 Jul 2021 | 30 Oct 1996 |
Category | Small Cap | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 119% | 119% | % |
Expense Ratio | 2.07 | 2.07 | 1.6 |
Manager | Puneet Pal | Puneet Pal | Sanjeev Sharma |
ISIN Code | INF663L01W30 | INF663L01W30 | INF966L01AA0 |
Exits Load | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
1 Month | 2.74% | 2.74% | 2.56% |
6 Month | 23.21% | 23.21% | 15.18% |
1 Year | -0.36% | -0.36% | -9.69% |
3 Year | 12.47% | 12.47% | 23.1% |
5 Year | - | - | 34.63% |
SIP Return Analysis
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
6 Month | 6.89% | 6.89% | 2.89% |
1 Year | 17.04% | 17.04% | 5.97% |
3 Year | 16.15% | 16.15% | 17.33% |
5 Year | - | - | 23.26% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
1 Year | 10.58% | 10.58% | 10.28% |
3 Year | 13.84% | 13.84% | 10.43% |
5 Year | - | - | 10.27% |
Risk Management
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
Standard Deviation | 15.04% | 15.04% | 18.497% |
Sharp | 0.44% | 0.44% | 0.792% |
Beta | 0.71% | 0.71% | 0.929% |
Alpha | -4.56% | -4.56% | 1.342% |
Fund Managers
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
Name | Puneet Pal | Puneet Pal | Sanjeev Sharma |
Total AUM | ₹20950 Cr | ₹20950 Cr | ₹39731 Cr |
Funds Managed | 19 | 19 | 22 |
PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
---|---|---|---|
Others | 5.9 | 5.9 | 8.54 |
Small Cap | 76.15 | 76.15 | 67.91 |
Mid Cap | 17.96 | 17.96 | 0.8 |
Large Cap | - | - | 22.76 |
Sector Allocation
Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
---|---|---|---|
Others | 2.81 | 2.81 | 3.95 |
Consumer Defensive | 9.93 | 9.93 | 4.9 |
Communication Services | 2.72 | 2.72 | 3.05 |
Industrials | 19.01 | 19.01 | 6.88 |
Consumer Cyclical | 15.32 | 15.32 | 13.37 |
Financial Services | 11.65 | 11.65 | 19.4 |
Utilities | 0.56 | 0.56 | 3.05 |
Basic Materials | 17.4 | 17.4 | 9.18 |
Technology | 3.46 | 3.46 | 2.66 |
Healthcare | 16.26 | 16.26 | 14.44 |
Real Estate | 0.87 | 0.87 | 2.92 |
Energy | - | - | 16.22 |
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